System Customization
Now that we've seen what Deployment Manager can do to create the behind the scenes aspects of configurations, let's move on to System Customization to bring our changes to the user interface.
System Customization (shown in Figure 11.19) can be found under the Settings tab within the Microsoft CRM Web client. As with all areas of Microsoft CRM, users must have the proper security privileges to see this tab. Because the Settings tab provides access to change many of the core areas of Microsoft CRM, normally only administrators have access to it, or at least to the majority of the options contained in it.
Figure 11.19. The System Customization screen allows you to modify the forms, views, and previews for CRM objects.
System Customization is where all user interface modifications occur. With access to the System Customization area, a nontechnical user can
Customize forms
Add new tabs, sections, and fields to forms
Remove/rename/move existing tabs, sections, and fields
Customize previews
Add and reorder the fields displayed in the preview pane
Add and Customize views
Add and reorder columns in grid record listings and in the Advanced Find tool
Set a default view